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Portfolio Manager Commentary

 

by Brian G. McCoy, CFA, on November 01, 2023

Performance Attribution After two consecutive quarters of solid returns, markets retreated modestly in the latest three-month period as inflation and higher interest rates reset investor perceptions around stock and bond …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on July 20, 2023

In the second quarter, equity markets were supported by economic data which continued to indicate a resilient domestic economy despite a historic rise in interest rates driven by the Federal …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on April 18, 2023

During the first few weeks of the new year, equity markets rallied as economic data continued to be relatively strong, particularly employment, and corporate results generally remained positive. By the …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on January 26, 2023

The close of 2022 could not come fast enough for those of us in the investment profession. The reasons for market declines have been thoroughly covered across all forms of …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on October 19, 2022

The macro backdrop has not changed much for investors over the past quarter. Heightened volatility continued to rule the day across all asset classes as inflationary pressures, supply chain challenges, …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on July 27, 2022

As we cross the mid-point of the year, investors have endured broad asset class volatility, wrestling with the effects of a combination of factors not seen in decades. Long dormant, …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on May 03, 2022

Only a few short months into 2022, volatility has fulfilled, so far, our “challenging but ultimately positive” outlook for the year from our previous commentary at the end of last …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on February 02, 2022

Markets finished off the year with positive returns during the fourth quarter. Economic data released over the past quarter continued to point to strength in our economy. Numerous data reflect …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on October 01, 2021

The third quarter is often a relatively quiet time for markets as investors historically shift their focus to vacations and family time. Even with the lingering effects of covid and …

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Topics:Small Companies Comments

by Brian G. McCoy, CFA, on July 01, 2021

Markets delivered another positive quarter of gains as more distance was gained from the depths of the pandemic crisis. Domestically, vaccination efforts have proved largely successful as rates of infection …

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Topics:Small Companies Comments

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